Built for Insurance Teams
Finally See What Your Insurance Agents Are Doing in the Field
Stop losing policy leads. Track client meetings, monitor follow-ups, and hold your agents accountable — all from one simple dashboard.
Stop losing policy leads. Track client meetings, monitor follow-ups, and hold your agents accountable — all from one simple dashboard.
You manage a team of agents selling life, health, auto, or home policies. You need visibility into who's productive and who's not.
Your agents are out in the field — at homes, coffee shops, offices — pitching policies and collecting applications. You need to know it's happening.
You're the one reviewing numbers, checking follow-ups, and making sure leads don't go cold. You need facts, not stories.
If you're managing field agents, you know the chaos. Here's what insurance agencies deal with every day:
An agent meets a prospect on Tuesday, promises to call back Friday with a quote. Friday comes and goes. The prospect never hears back. By Monday, they've signed with someone else. Another commission lost.
You ask for a daily report and get "I had three good meetings." Where? With who? What was discussed? Did they submit any applications? You're managing based on vibes, not facts.
Some leads are in a spreadsheet. Some are in agents' phones. Some are scribbled on business cards in glove compartments. There's no central list. No one knows which prospects are hot and which have gone cold.
A client meeting happens but nothing gets written down. Two weeks later, the client calls asking about coverage details. Your agent can't remember the conversation. The client loses confidence. The deal dies.
One agent books five policies a week. Another books one. You don't know why. Is it effort? Skill? Territory? Without activity data, you can't coach, you can't fix problems, and you can't reward the right people.
A referral comes in on Monday. By Wednesday, no one has called them. By Friday, the prospect has already spoken to three other agencies. You're spending money on leads, marketing, and agent salaries — but the follow-up system is broken.
Averonix gives you a single place to see everything. You open your dashboard and know who's meeting clients, what leads need follow-up, and which agents are pulling their weight. No more chasing people for updates. No more lost information.
No IT department. No training seminars. No complicated onboarding.
Create your agency account in under two minutes. No credit card, no contracts, no hassle. Just your email and a password.
Send invites to your team. They download the app on their phones and join your workspace instantly. Works on iPhone and Android.
Your agents log meetings, leads, and follow-ups from the field. You watch it all appear on your dashboard in real time. That's it.
No fluff. Just the tools that actually help you run your agency.
Agents log every prospect they meet — name, contact info, interest level, and policy type. No more business cards in cup holders or leads forgotten in notebooks. Every opportunity is captured.
Every client visit, phone call, and follow-up gets logged with notes and timestamps. When a prospect calls back six months later, you know exactly what was discussed and what was promised.
See who's meeting clients, who's logging leads, and who's going quiet. Real-time location and activity tracking means you always know the score without calling anyone.
One clean screen shows you everything: agent locations, leads collected today, meetings completed, and follow-ups due. No digging through menus. No confusing reports.
Your agents use their own phones — no extra hardware to buy. The app is built for quick, one-handed use between meetings. Log a lead in 10 seconds. Add a note. Move to the next client.
When an agent leaves, their leads and client history stay in your account. When you need to check what happened three months ago, it's all there. Your data belongs to your agency, not someone's memory.
"We built this because we got tired of watching insurance agencies lose clients to bad follow-up."
Join insurance agency owners who finally have visibility into their field operations. Set up takes 5 minutes. Your agents can start logging meetings today.
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